Armstrong Advisory Group’s Vanguard Utilities ETF VPU Stock Holding History

Armstrong Advisory Group’s Portfolio VPU Stock Details VPU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$20.2K	Sell	118 -5	-4%	-$940	﹤0.01%	585
2026 Q2	$24.1K	Hold	123	–	–	﹤0.01%	557
2026 Q1	$24.4K	Sell	123 -2	-2%	-$389	﹤0.01%	524
2025 Q4	$23.1K	Hold	125	–	–	﹤0.01%	534
2025 Q3	$23.7K	Hold	125	–	–	﹤0.01%	531
2025 Q2	$22.1K	Buy	125 +13	+12%	+$2.24K	﹤0.01%	523
2025 Q1	$18.3K	Hold	112	–	–	﹤0.01%	533
2024 Q4	$18.3K	Sell	112 -32	-22%	-$5.48K	﹤0.01%	533
2024 Q3	$25K	Sell	144 -42	-23%	-$6.75K	﹤0.01%	470
2024 Q2	$27.5K	Sell	186 -179	-49%	-$26.7K	﹤0.01%	438
2024 Q1	$50K	Hold	365	–	–	﹤0.01%	344
2023 Q4	$50K	Sell	365 -83	-19%	-$11K	﹤0.01%	344
2023 Q3	$57.2K	Sell	448 -1,346	-75%	-$188K	0.01%	318
2023 Q2	$255K	Buy	1,794 +10	+0.6%	+$1.46K	0.03%	145
2023 Q1	$263K	Buy	1,784 +7	+0.4%	+$1.04K	0.03%	137
2022 Q4	$273K	Buy	+1,777	New	+$263K	0.04%	136

Other funds holding VPU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Nelson Capital Management Menlo Park, California $974M AUM 19.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Armstrong Advisory Group's VPU Position: Q3 2026 in Review

Armstrong Advisory Group reduced its Vanguard Utilities ETF (VPU) stake by 4.1% in Q3 2026, selling an estimated $940 and leaving 118 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Armstrong Advisory Group first reported a position in VPU in Q4 2022 and has held it in 16 quarters since. The position peaked at $273K in Q4 2022. 404 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

Armstrong Advisory Group held 118 shares of Vanguard Utilities ETF worth $20.2K as of Q3 2026.
Armstrong Advisory Group sold 5 Vanguard Utilities ETF shares in Q3 2026, an estimated $940.
Vanguard Utilities ETF made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #585 holding.
Armstrong Advisory Group first reported a position in Vanguard Utilities ETF in Q4 2022 and has held it in 16 quarters since.
Armstrong Advisory Group's Vanguard Utilities ETF position peaked at $273K in Q4 2022.
404 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.